| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 331.710.681 $ | +105.510.918 $ | +47,2 % | 6 | 162.365.771 $ | -16.233.830 $ | +9,7 % | 4 | 395.637.023 $ | +4.329.515 $ | +8,1 % | 8 | 370.864.798 $ | -5.493.134 $ | -2,6 % | 7 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 85.642.838 $ | +44.357.467 $ | +107,4 % | 1 | 41.285.371 $ | +20.571.563 $ | +99,3 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 69.246.839 $ | +36.643.202 $ | +112,4 % | 1 | 35.687.256 $ | -2.565.280 $ | -6,7 % | 1 | ||||||||
| Talen Energy Corp | TLN | → 0 | Schwach | 59.991.268 $ | -8.840.321 $ | -12,8 % | 1 | 68.831.589 $ | +9.642.447 $ | +16,3 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 58.308.430 $ | +12.199.074 $ | +26,5 % | 1 | 46.109.356 $ | -14.843.789 $ | -24,4 % | 1 | 60.953.145 $ | -5.783.444 $ | -8,7 % | 1 | 66.736.589 $ | +6.180.521 $ | +10,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 58.116.743 $ | -6.235.252 $ | -9,7 % | 1 | 64.351.995 $ | -1.599.370 $ | -2,4 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 41.944.027 $ | +5.008.592 $ | +13,6 % | 1 | 36.935.435 $ | -22.570.884 $ | -37,9 % | 1 | 59.506.319 $ | -197.837 $ | -0,3 % | 1 | 59.704.156 $ | -4.420.250 $ | -6,9 % | 1 |
| DANAHER CORP /DE/ | DHR | → 0 | Schwach | 41.714.672 $ | +6.066.820 $ | +17,0 % | 1 | ||||||||||||
| ATI INC | ATI | → 0 | Schwach | 40.432.472 $ | +16.891.538 $ | +71,8 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 38.413.240 $ | +7.182.885 $ | +23,0 % | 1 | ||||||||||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 38.155.307 $ | +119.698 $ | +0,3 % | 1 | 38.035.609 $ | +609.280 $ | +1,6 % | 1 | 37.426.329 $ | -520.729 $ | -1,4 % | 1 | 37.947.058 $ | -5.423.081 $ | -12,5 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 37.606.155 $ | -7.308.121 $ | -16,3 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 37.496.075 $ | +2.948.740 $ | +8,5 % | 1 | ||||||||||||
| 331.710.681 $ | +105.510.918 $ | +47,2 % | 6 | 162.365.771 $ | -16.233.830 $ | +9,7 % | 4 | 395.637.023 $ | +4.329.515 $ | +8,1 % | 8 | 370.864.798 $ | -5.493.134 $ | -2,6 % | 7 | ||||